+1.0%
OXY vs LCID
-92.8%
+93.8%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -7.8% | +8.8% | +1.3% |
| 7D | +0.6% | -9.3% | +10.0% | +1.0% |
| 30D | +4.5% | -35.4% | +39.9% | +6.1% |
| 3M | +8.9% | -17.1% | +26.0% | +8.4% |
| 6M | +12.5% | -58.9% | +71.4% | +16.6% |
| YTD | +50.5% | -59.6% | +110.1% | +55.6% |
| 1Y | +38.6% | -78.0% | +116.6% | +48.6% |
| All | +1.0% | -92.8% | +93.8% | +15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LCID.
Daily Out/Under-Performance
Portfolio return minus LCID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LCID return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded LCID wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling